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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,778 | $175,231+30.6% | $149,696+52.8% | $139,466+64.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 166.77%-152.9pp | 134.46%-120.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $3,551 | $5,478-35.2% | $4,821-26.3% | $4,754-25.3% |
| Participant deferral / active EE | $15,643 | $6,521+139.9% | $5,682+175.3% | $6,712+133.1% |
| Admin fee / account holder | $58,247 | $16,155+260.6% | $13,212+340.9% | $11,409+410.5% |